Commodity index: on September 28, the commodity index of polyaluminium chloride was 101.56, up 1.2 points from yesterday, down 6.83% from the highest point 109.01 in the cycle (2019-08-28), and up 20.45% from the lowest point 84.32 on August 18, 2020. (Note: the period refers to the period from April 1, 2019 to now)
It is found that the price of chemical raw materials has risen under the recent national “double control” policy. Under the comprehensive influence of factors such as the substantial increase of raw material cost and production cost, the reduction of spot inventory and national day order arrangement, the market of water treatment products has risen rapidly recently. The manufacturer’s quotation is cautious, the pricing and delivery are subject to the price of the day, and oral reservation is not accepted, but the order arrangement is subject to payment. As a result, there are many shocking enterprise notices in the circle of friends, as shown in the figure:
As shown in the figure, according to the data of business society, the mainstream market of polyaluminium chloride in China has risen sharply recently. On September 14, the domestic mainstream quotation of solid (industrial grade, content ≥ 28%) polyaluminium chloride was 1762 yuan / ton, which rose slightly to about 1878 yuan / ton on September 28, an increase of 6.62% in half a month.
Industrial chain: in terms of upstream raw materials, the monitoring data of hydrochloric acid: business society shows that the downstream demand is good this month, and the domestic hydrochloric acid market price rises. The quotation rises from 293.33 yuan / ton at the beginning of the month to 299.80 yuan / ton at the end of the month, an increase of 2.21%. From the perspective of upstream and downstream industrial chain of hydrochloric acid, the market price of downstream ammonium chloride decreased slightly, which had a negative impact on hydrochloric acid. The downstream ammonium chloride market fell slightly recently. The quotation fell from 1170.00 yuan / ton at the beginning of the month to 1115.00 yuan / ton at the end of the month, down 55.00 yuan / ton, down 4.70%, up 79.84% year-on-year compared with the same period last year. The downstream white carbon black market rose slightly, and the quotation increased from 5100.00 yuan / ton at the beginning of the month to 5300.00 yuan / ton at the end of the month, up 200.00 yuan / ton, or 3.92%, up 12.77% year-on-year compared with the same period last year. The downstream market rose and fell, and the purchase enthusiasm for hydrochloric acid was general.
LNG is used in the production process. The mainstream market price of liquefied natural gas in China rose sharply from the 14th to the 16th in the middle of the year, about 10%. Then the market fluctuated and decreased slightly. In the half month of the 28th, the mainstream price in the domestic market rose from 5833 yuan / ton to about 6290 yuan / ton, an increase of about 7.83%. It is reported that the liquid plant has strong sentiment of supporting the price. Under the circumstances of strict dual control of energy consumption and reduced demand of downstream gas consuming enterprises this month, the price of LNG remains volatile and the market is relatively strong. In the future, it is expected that the domestic liquid price will generally operate stably in the short term, but it is inevitable to reduce the price and arrange the inventory near the National Day holiday.
Future forecast: according to the analysis of business society, the current market of water treatment industry is rising sharply, the procurement pressure of downstream enterprises is increasing, and the driving force is weakening before the national day. In the context of rising raw material costs, polyaluminium chloride market still has upward support in the future.
| Thiourea |